Bill Nygren - Oakmark Funds
Holding/activity history for UnitedHealth Group Inc. (UNH)
← All UNH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $255.97–357.87 · VW $294.81i | SEC | |
| 2025 Q4 | 1,414 | <0.01 | $330.11 | $466,776 | SEC | ||
| 2025 Q3 | 1,414 | <0.01 | Buy | <0.01 | $234.60–362.31 · VW $314.07i | $488,254 | SEC |
| 2025 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $438.50–553.91 · VW $505.39i | SEC | |
| 2024 Q4 | 436 | <0.01 | Reduce 10.29% | <0.01 | $475.82–630.73 · VW $537.47i | $220,555 | SEC |
| 2024 Q3 | 486 | <0.01 | Add 15.71% | <0.01 | $484.50–607.94 · VW $559.04i | $284,154 | SEC |
| 2024 Q2 | 420 | <0.01 | Reduce 67.19% | <0.01 | $436.38–528.16 · VW $491.27i | $213,889 | SEC |
| 2024 Q1 | 1,280 | <0.01 | Reduce 3.76% | $468.19–549.00 · VW $503.96i | $633,216 | SEC | |
| 2023 Q4 | 1,330 | <0.01 | Reduce 15.82% | <0.01 | $503.14–554.70 · VW $528.10i | $700,205 | SEC |
| 2023 Q3 | 1,580 | <0.01 | Reduce 23.04% | <0.01 | $447.18–515.86 · VW $489.08i | $796,620 | SEC |
| 2023 Q2 | 2,053 | <0.01 | Reduce 4.64% | <0.01 | $445.68–530.45 · VW $485.59i | $986,754 | SEC |
| 2023 Q1 | 2,153 | <0.01 | Reduce 17.38% | <0.01 | $457.59–525.63 · VW $485.27i | $1,017,486 | SEC |
| 2022 Q4 | 2,606 | <0.01 | Reduce 61.27% | <0.01 | $487.74–558.10 · VW $525.34i | $1,381,649 | SEC |
| 2022 Q3 | 6,729 | 0.01 | Reduce 2.18% | <0.01 | $492.25–553.13 · VW $516.81i | $3,398,000 | SEC |
| 2022 Q2 | 6,879 | 0.01 | Reduce 27.74% | <0.01 | $449.70–553.29 · VW $505.54i | $3,533,000 | SEC |
| 2022 Q1 | 9,520 | 0.01 | Reduce 31.49% | <0.01 | $445.74–521.89 · VW $492.53i | $4,855,000 | SEC |
| 2021 Q4 | 13,896 | 0.01 | Reduce 34.03% | <0.01 | $383.12–509.23 · VW $464.83i | $6,978,000 | SEC |
| 2021 Q3 | 21,063 | 0.01 | Reduce 12.85% | <0.01 | $390.46–431.36 · VW $404.19i | $8,230,000 | SEC |
| 2021 Q2 | 24,168 | 0.02 | Reduce 82.85% | 0.07 | $360.55–425.98 · VW $395.66i | $9,678,000 | SEC |
| 2021 Q1 | 140,932 | 0.09 | Reduce 46.32% | 0.08 | $320.35–380.50 · VW $357.64i | $52,437,000 | SEC |
| 2020 Q4 | 262,557 | 0.18 | Reduce 31.13% | 0.09 | $299.60–367.95 · VW $339.41i | $92,073,000 | SEC |
| 2020 Q3 | 381,236 | 0.29 | Reduce 41.71% | 0.20 | $287.10–324.57 · VW $307.81i | $118,858,000 | SEC |
| 2020 Q2 | 653,997 | 0.47 | Reduce 10.85% | 0.06 | $226.03–315.84 · VW $278.94i | $192,896,000 | SEC |
| 2020 Q1 | 733,568 | 0.51 | Reduce 4.42% | 0.02 | $187.72–306.71 · VW $247.94i | $182,937,000 | SEC |
| 2019 Q4 | 767,491 | 0.40 | Reduce 0.01% | $212.08–300.00 · VW $268.69i | $225,627,000 | SEC | |
| 2019 Q3 | 767,591 | 0.32 | Reduce 6.52% | 0.02 | $213.12–268.69 · VW $233.04i | $166,813,000 | SEC |
| 2019 Q2 | 821,115 | 0.37 | Reduce 0.86% | <0.01 | $208.07–253.49 · VW $235.19i | $200,360,000 | SEC |
| 2019 Q1 | 828,201 | 0.38 | Reduce 32.45% | 0.20 | $234.51–272.49 · VW $251.42i | $204,781,000 | SEC |
| 2018 Q4 | 1,226,011 | 0.62 | Reduce 55.00% | 0.63 | $231.81–287.94 · VW $256.29i | $305,424,000 | SEC |
| 2018 Q3 | 2,724,321 | 1.14 | Reduce 7.08% | 0.08 | $244.12–271.16 · VW $260.44i | $724,778,000 | SEC |
| 2018 Q2 | 2,931,856 | 1.16 | Reduce 14.45% | 0.18 | $214.63–256.73 · VW $238.90i | $719,302,000 | SEC |
| 2018 Q1 | 3,426,996 | 1.24 | Reduce 3.86% | 0.05 | $208.48–250.79 · VW $224.42i | $733,377,000 | SEC |
| 2017 Q4 | 3,564,601 | 1.30 | Reduce 8.58% | 0.11 | $186.00–231.77 · VW $212.74i | $785,852,000 | SEC |
| 2017 Q3 | 3,898,965 | 1.31 | Reduce 16.05% | 0.25 | $183.86–200.76 · VW $193.49i | $763,612,000 | SEC |
| 2017 Q2 | 4,644,572 | 1.57 | Reduce 0.04% | <0.01 | $164.25–188.66 · VW $179.44i | $861,196,000 | SEC |
| 2017 Q1 | 4,646,307 | 1.41 | Add 0.31% | <0.01 | $156.09–172.14 · VW $164.08i | $762,041,000 | SEC |
| 2016 Q4 | 4,631,818 | 1.45 | Reduce 4.59% | 0.06 | $133.03–164.00 · VW $152.36i | $741,276,000 | SEC |
| 2016 Q3 | 4,854,692 | 1.37 | Reduce 4.10% | 0.06 | $132.39–144.48 · VW $138.96i | $679,657,000 | SEC |
| 2016 Q2 | 5,062,362 | 1.47 | Reduce 2.43% | 0.03 | $125.26–141.31 · VW $135.92i | $714,806,000 | SEC |
| 2016 Q1 | 5,188,614 | 1.28 | Reduce 1.47% | 0.02 | $107.51–131.10 · VW $122.50i | $668,812,000 | SEC |
| 2015 Q4 | 5,265,764 | 1.08 | Reduce 7.25% | 0.09 | $109.61–125.99 · VW $117.75i | $619,464,000 | SEC |
| 2015 Q3 | 5,677,550 | 1.18 | Reduce 3.12% | 0.04 | $95.00–126.21 · VW $112.41i | $658,653,000 | SEC |
| 2015 Q2 | 5,860,300 | 1.17 | Reduce 20.10% | 0.28 | $111.12–124.11 · VW $119.08i | $714,957,000 | SEC |
| 2015 Q1 | 7,334,398 | 1.41 | Reduce 22.37% | 0.34 | $98.46–123.76 · VW $113.50i | $867,586,000 | SEC |
| 2014 Q4 | 9,447,434 | 1.52 | Reduce 5.78% | 0.08 | $80.72–104.00 · VW $95.27i | $955,041,000 | SEC |
| 2014 Q3 | 10,027,284 | 1.45 | Reduce 1.90% | 0.03 | $78.74–88.85 · VW $84.61i | $864,854,000 | SEC |
| 2014 Q2 | 10,221,774 | 1.45 | Add 0.56% | <0.01 | $73.61–83.05 · VW $79.47i | $835,630,000 | SEC |
| 2014 Q1 | 10,164,974 | 1.53 | Reduce 9.50% | 0.15 | $69.57–83.32 · VW $78.29i | $833,426,000 | SEC |
| 2013 Q4 | 11,232,522 | 1.55 | Reduce 10.74% | 0.19 | $66.72–75.54 · VW $72.52i | $845,809,000 | SEC |
| 2013 Q3 | 12,584,025 | 1.80 | Reduce 0.06% | <0.01 | $64.65–75.88 · VW $70.71i | $901,142,000 | SEC |
| 2013 Q2 | 12,591,400 | 1.77 | Reduce 13.93% | 0.27 | $57.01–66.19 · VW $62.89i | $824,485,000 | SEC |
| 2013 Q1 | 14,628,800 | 1.91 | Add 8.48% | 0.15 | $51.36–58.26 · VW $55.61i | $836,914,000 | SEC |
| 2012 Q4 | 13,485,685 | 1.80 | Add 6.39% | 0.11 | $51.09–58.29 · VW $54.54i | $731,464,000 | SEC |
| 2012 Q3 | 12,675,475 | 1.79 | Add 10.41% | 0.17 | $50.32–59.31 · VW $55.01i | $702,348,000 | SEC |
| 2012 Q2 | 11,480,275 | 1.78 | Reduce 2.88% | 0.06 | $53.78–60.75 · VW $57.68i | $671,596,000 | SEC |
| 2012 Q1 | 11,821,040 | 1.95 | Reduce 0.02% | <0.01 | $49.82–59.43 · VW $56.06i | $696,732,000 | SEC |
| 2011 Q4 | 11,823,331 | 1.99 | Add 6.27% | 0.12 | $41.32–51.71 · VW $47.90i | $599,206,000 | SEC |
| 2011 Q3 | 11,125,775 | 1.88 | Add 6.13% | 0.11 | $41.27–53.50 · VW $46.96i | $513,121,000 | SEC |
| 2011 Q2 | 10,482,950 | 1.78 | Reduce 0.07% | <0.01 | $43.30–52.64 · VW $49.17i | $540,710,000 | SEC |
| 2011 Q1 | 10,490,000 | 1.59 | Add 262.18% | 1.15 | $36.37–45.75 · VW $42.44i | $474,148,000 | SEC |
| 2010 Q4 | 2,896,339 | 0.33 | Buy | 0.33 | $33.94–38.06 · VW $36.04i | $104,587,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $53.20–62.93 · VW $57.33i | SEC | |
| 2005 Q4 | 5,636 | <0.01 | Add 0.64% | $53.84–64.61 · VW $60.20i | $350,000 | SEC | |
| 2005 Q3 | 5,600 | <0.01 | $56.25 | $315,000 | SEC | ||
| 2005 Q2 | 5,600 | <0.01 | Reduce 3.11% | $44.30–53.64 · VW $50.03i | $292,000 | SEC | |
| 2005 Q1 | 5,780 | <0.01 | Buy | <0.01 | $42.63–48.33 · VW $46.21i | $276,000 | SEC |
Price snapshot:
Current price$429.09
52-week low$228.48
52-week high$434.30